Category: Uncategorized


  • Reframing Life Insurance for Younger Clients

    Younger generations view life insurance as irrelevant unless it offers living benefits. Advisors should highlight riders that provide financial value during a policyholderโ€™s lifetime. Subscription-style premiums and wealth-building options appeal to Millennials and Gen Z. Life settlements give older policyholders liquidity through selling policies at fair market value. Transparent, regulated processes in 43 U.S. states…

  • Fulton County Market Update

    Hereโ€™s a quick update on Fulton Countyโ€™s real estate market. Homes are selling at a steady pace, with a similar number available as last year. The number of homes sold has slightly increased.

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